A study can move faster and go deeper when you have more of these on hand. But you do not need everything on this list. Send what you have, and we will tell you if we need anything else.
This list is interactive. Tap a status on each item below. Add a note if you want. Your answers save right on this device, even if you come back later. When you are ready, download or print your checklist with the buttons at the top of the list.
- 0 ready
- 21 still to find
- 0 not needed
Start with these
0 of 8 readyThese matter the most. Send whatever you have.
- Closing / Settlement StatementThe paper you signed at closing. It shows your price and your closing date.
- Appraisal ReportAn appraisal report, if you had one done.
- Blueprints / Architectural Drawings / Floor PlansHouse or building plans, if you have them.
- Existing Depreciation ScheduleThe depreciation page from your last tax return, if you already claim some.
- Builder Options Sheet / Upgrade ContractThe builder's upgrade sheet, for a new-construction property.
- Post-Acquisition Improvement ReceiptsReceipts for any work done after you bought the property.
- Post-Acquisition Improvement ContractsContracts for any work done after you bought the property.
- Recorded Deed / Special Warranty DeedThe deed that shows you own the property.
These help a lot
0 of 10 readyNot required, but they make your study stronger.
- Owner-Provided Cost RecordsReceipts, invoices, or contracts for work you paid for yourself.
- Pre-Purchase Home Inspection ReportThe inspection report from when you bought the property.
- Manufacturer / Builder Component WarrantiesWarranty papers for big items, like the roof or the HVAC system.
- Builder Foundation / Landscaping SpecsThe builder's notes on the foundation or landscaping, if you have them.
- Original Builder Marketing Brochure / MLS ListingThe original listing or builder brochure, if you kept it.
- Lease AgreementA copy of the lease, if you rent the property to someone else.
- County Assessor / GIS RecordsNothing to send. We pull this from public county records ourselves.
- Satellite Imagery & Aerial MeasurementNothing to send. We pull aerial images ourselves.
- Insurance Dwelling / Replacement CostThe declarations page from your homeowner's or landlord policy.
- Date-Stamped PhotographsPhotos of the property, inside and out.
Nice to have
0 of 3 readySend these only if they are easy to find.
- Termite / Wood-Destroying Insect ReportA termite or pest inspection report, if you have one.
- Wire Transfer / Earnest Money RecordsProof of your earnest money or the wire transfer from closing.
- CC&Rs / HOA Community ManualYour HOA rules, if the property sits inside an HOA.
Taking photos too? See the photo shot list for exactly what to shoot, room by room.
This list covers the documents a study most commonly uses. Every property is different, so your study team may ask for something not shown here, or tell you an item does not apply to you.